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Rockwell Automation

1,192 hedge funds and large institutions have $26.3B invested in Rockwell Automation in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 432 increasing their positions, 416 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,192
Holders Change
-20
Holders Change %
-1.65%
% of All Funds
17.28%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
116
Increased
432
Reduced
416
Closed
120
Calls
$134M
Puts
$180M
Net Calls
-$46.6M
Net Calls Change
-$70.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
701
Procyon Advisors
Connecticut
$484K -$1.17K -4 -0.2%
EWS
702
Eagle Wealth Strategies
New Jersey
$484K
TWM
703
Trueblood Wealth Management
Ohio
$482K -$85.1K -292 -15%
SA
704
Sicart Associates
New York
$481K
APA
705
Astoria Portfolio Advisors
New York
$475K +$62.6K +219 +15%
ONB
706
Old National Bancorp
Indiana
$474K -$13.1K -45 -3%
CCT
707
Capital City Trust
Florida
$473K
AWM
708
Avitas Wealth Management
California
$473K -$3.5K -12 -0.7%
FAM
709
Formidable Asset Management
Ohio
$473K -$55.4K -190 -10%
WPW
710
Watershed Private Wealth
Illinois
$472K
PWMG
711
Prestige Wealth Management Group
New Jersey
$470K -$291 -1 -0.1%
STA
712
Summit Trail Advisors
New York
$469K +$281K +963 +149%
CCA
713
Checchi Capital Advisers
California
$467K +$13.7K +47 +3%
OKSA
714
O'Keefe Stevens Advisory
New York
$466K
PMG
715
ProVise Management Group
Florida
$466K
RJT
716
Raymond James Trust
Florida
$466K +$8.16K +28 +2%
SAM
717
Summit Asset Management
Tennessee
$464K +$68.2K +234 +17%
EWM
718
Evercore Wealth Management
New York
$464K -$4.08K -14 -0.9%
PFA
719
Pure Financial Advisors
California
$458K +$230K +788 +101%
HI
720
Horizon Investments
North Carolina
$458K +$3.77K +13 +0.8%
STAS
721
Strong Tower Advisory Services
Minnesota
$454K +$37.1K +131 +9%
MSAM
722
Moloney Securities Asset Management
Missouri
$453K -$40.8K -140 -8%
CWS
723
Confluence Wealth Services
Pennsylvania
$450K +$48.1K +165 +12%
HCM
724
Hengehold Capital Management
Ohio
$448K +$291 +1 +0.1%
HI
725
Harbour Investments
Wisconsin
$446K +$65.6K +225 +17%